account_balance
Investment manager · 13F filer · SEC CIK 2048547
Asset Planning,Inc
Reported value$152Mas of Sep 30, 2026
Positions327 3 new, 10 sold out
Top 10 weight54.8%LLY alone is 10%
FiledOct 2626 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
LLYELI Lilly & Co
10.1%
AMZNAmazon.com Inc
10.0%
ALLAllstate Corp
7.2%
AAPLApple Inc.
6.5%Trimmed −3%
TDGTransDigm Group INC
6.2%
COSTCostco Wholesale Corp
4.0%
NVDANVIDIA Corp
3.6%
WELLWelltower Inc.
3.1%
MOAltria Group, Inc.
2.1%
MCDMcDonald's Corp
1.9%
ORealty Income Corp
1.8%
MSFTMicrosoft Corp
1.7%
LLYELI Lilly & Co
10.1%
AMZNAmazon.com Inc
10.0%
ALLAllstate Corp
7.2%
AAPLApple Inc.
6.5%−3%
TDGTransDigm Group INC
6.2%
COSTCostco Wholesale Corp
4.0%
NVDANVIDIA Corp
3.6%
WELL3.1%MO2.1%MCDOMSFTBoxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
LLY ELI Lilly & Co 10.1% HeldAMZN Amazon.com Inc 10.0% HeldALL Allstate Corp 7.2% HeldAAPL Apple Inc. 6.5% Trimmed −3%TDG TransDigm Group INC 6.2% HeldCOST Costco Wholesale Corp 4.0% HeldNVDA NVIDIA Corp 3.6% HeldWELL Welltower Inc. 3.1% HeldMO Altria Group, Inc. 2.1% HeldMCD McDonald's Corp 1.9% HeldO Realty Income Corp 1.8% HeldMSFT Microsoft Corp 1.7% Held
What changed
Biggest moves since Jun 30, 2026
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